Shoker Investment Counsel’s Walmart Inc WMT Stock Holding History

Shoker Investment Counsel’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$729K	Buy	6,439 +207	+3%	+$25.7K	0.18%	65
2026 Q1	$775K	Buy	6,232 +5	+0.1%	+$614	0.23%	61
2025 Q4	$694K	Hold	6,227	–	–	0.2%	64
2025 Q3	$642K	Buy	6,227 +4	+0.1%	+$398	0.19%	67
2025 Q2	$609K	Buy	6,223 +10	+0.2%	+$953	0.19%	66
2025 Q1	$545K	Buy	6,213 +33	+0.5%	+$3.1K	0.18%	69
2024 Q4	$558K	Hold	6,180	–	–	0.19%	67
2024 Q3	$499K	Buy	6,180 +5	+0.1%	+$367	0.17%	69
2024 Q2	$418K	Buy	6,175 +1,558	+34%	+$98.1K	0.15%	74
2024 Q1	$277K	Buy	4,617 +3	+0.1%	+$172	0.1%	86
2023 Q4	$243K	Buy	4,614 +600	+15%	+$31.7K	0.09%	87
2023 Q3	$214K	Hold	4,014	–	–	0.09%	86
2023 Q2	$210K	Buy	+4,014	New	+$203K	0.09%	85
2022 Q2	–	Sell	-4,059	Closed	-$201K	–	97
2022 Q1	$201K	Buy	+4,059	New	+$191K	0.1%	94

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shoker Investment Counsel's WMT Position: Q2 2026 in Review

Shoker Investment Counsel increased its Walmart Inc (WMT) stake by 3.3% in Q2 2026, buying an estimated $25.7K and bringing the position to 6,439 shares worth $729K. The position accounts for 0.18% of the portfolio, ranked #65.

Shoker Investment Counsel first reported a position in WMT in Q1 2022 and has held it in 14 quarters since. The position peaked at $775K in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Shoker Investment Counsel held 6,439 shares of Walmart Inc worth $729K as of Q2 2026.
Shoker Investment Counsel bought 207 Walmart Inc shares in Q2 2026, an estimated $25.7K.
Walmart Inc made up 0.18% of Shoker Investment Counsel's portfolio in Q2 2026, its #65 holding.
Shoker Investment Counsel first reported a position in Walmart Inc in Q1 2022 and has held it in 14 quarters since.
Shoker Investment Counsel's Walmart Inc position peaked at $775K in Q1 2026.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Shoker Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.